QTR Family Wealth’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
15,581
+2,713
+21% +$292K 1.04% 24
2025
Q1
$1.53M Buy
+12,868
New +$1.53M 1.15% 22